Global Assets Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$428K Sell
5,461
-10,922
-67% -$856K 0.17% 128
2025
Q1
$1.28M Buy
16,383
+10,922
+200% +$853K 0.24% 92
2024
Q4
$422K Buy
+5,461
New +$422K 0.23% 96
2024
Q2
Sell
-67,382
Closed -$883K 113
2024
Q1
$883K Buy
+67,382
New +$883K 0.04% 252
2022
Q4
Sell
-2,852
Closed -$213K 139
2022
Q3
$213K Buy
2,852
+215
+8% +$16.1K 0.22% 140
2022
Q2
$202K Buy
+2,637
New +$202K 0.44% 58